Number of Shares
7,928
Previous 5,954 33.15%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
N/A
1,974 Added 33.15%
7,928 $0
Q4 2024

Feb 06, 2025

BUY
N/A
1,136 Added 23.58%
5,954 $0
Q3 2024

Nov 14, 2024

BUY
N/A
903 Added 23.07%
4,818 $0
Q2 2024

Aug 08, 2024

BUY
N/A
158 Added 4.21%
3,915 $0
Q1 2024

May 15, 2024

BUY
N/A
3,757 New
3,757 $0
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.